Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LPPIX (WESTERN ASSET PENNSYLVANIA MUNICIPALS FUND CLASS I) | 1.73% | 7.53% | 3.94% | 0.62% | 1.82% | 2.74% | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/28/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPPIX (WESTERN ASSET PENNSYLVANIA MUNICIPALS FUND CLASS I) | 02/28/2008 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 7.53 | 3.94 | 0.62 | 1.82 | 2.74 | NA | … | … | 1.73 | 4.21 | 2.69 | 4.93 | -10.28 | 2.40 | 4.09 | 6.88 | 0.98 | 3.56 | 1.31 | 2.89 | 9.89 | -5.16 | 6.48 | 10.23 | -0.41 | 7.75 | -2.02 |
| Sharpe Ratio | NA | 1.90 | 0.26 | -0.50 | 0.05 | NA | NA | … | … | 0.43 | 0.28 | -0.28 | 0.31 | -2.68 | 1.37 | 0.52 | 2.66 | -0.23 | 1.42 | 0.53 | 1.60 | 5.54 | -1.45 | 2.97 | 3.57 | -0.18 | 2.79 | -0.54 |
| Standard Deviation(%) | NA | 2.47 | 3.98 | 3.85 | 3.81 | NA | NA | … | … | 2.66 | 4.66 | 3.32 | 4.18 | 4.39 | 1.73 | 7.41 | 2.03 | 1.73 | 2.06 | 2.07 | 1.79 | 1.78 | 3.58 | 2.18 | 2.86 | 2.88 | 2.74 | 5.88 |
| Draw Down(%) | NA | 2.26 | 6.36 | 15.46 | 15.46 | NA | NA | … | … | 2.26 | 4.77 | 2.27 | 7.17 | 15.04 | 1.96 | 10.84 | 1.75 | 1.54 | 1.24 | 4.17 | 1.58 | 0.98 | 9.40 | 1.95 | 3.01 | 5.49 | 2.34 | 9.97 |
| Yield(%) | 0.00 | 2.95 | 2.98 | 2.51 | 2.79 | 3.25 | 2.83 | … | … | 1.04 | 3.06 | 2.99 | 2.98 | 2.36 | 2.37 | 2.63 | 3.21 | 3.19 | 3.68 | 3.67 | 3.68 | 4.03 | 3.82 | 3.92 | 4.50 | 2.20 | 0.00 | 2.87 |
Data as of 06/04/2026, Common starting date is 02/28/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPPIX (WESTERN ASSET PENNSYLVANIA MUNICIPALS FUND CLASS I) |
-3.41%
Oct 2020 – Oct 2023 |
-0.19%
Oct 2017 – Oct 2022 |
1.06%
Oct 2012 – Oct 2022 |
2.19%
Aug 2008 – Aug 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPPIX (WESTERN ASSET PENNSYLVANIA MUNICIPALS FUND CLASS I) |
6.54%
Aug 2013 – Aug 2016 |
5.19%
Jan 2011 – Jan 2016 |
4.23%
Jan 2011 – Jan 2021 |
3.00%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart